Using Patient Search Criteria

You can locate patients in a particular site and study using a variety of search criteria. Patient criteria lets you search for patients:

By number, including searching for one patient, a range of patients, or all patients
By the book assigned to the patient
By those with and without data entered
By 100% SDV field if you have the appropriate privileges and a patient SDV is in effect
By the discrepancies entered against the patient
By a custom field defined by your sponsor

The Home page displays only patient search criteria.

The Patient Casebooks page, the Review CRFs page, Review Discrepancies page, and the Review Investigator Comments page displays both patient and CRF search criteria.

For more information, see:

Parent topic: Using Search

Searching for Patients by Number

Use the Range parameter to search for patients by their unique patient number or ID.

To enter a value into the Range field, you can click the down arrow to display the list of valid patient numbers and then select a value from the list. Note that for flexible studies, the list of values displays only those patients who are assigned to a casebook.

Alternatively, you can type the exact patient number directly into the field. The Range field does not support any wildcard search characters.

You can click the More... link at the bottom of the list to have the entire list of patients in a pop-up window. You can also type the desired number in the text box at the top of the window.

Your search options are as follows:

To search for one patient, enter a value in only one field.
To search for a range of patients in terms of from and to, enter a value in each field.
To search for all patients, leave the fields blank.

Parent topic: Using Patient Search Criteria

Searching for Patients by Assigned Book

Use the Assigned Book parameter to search for patients based on whether they are assigned to a particular casebook.

RDC Onsite lists the valid values for the field in the following order:

Any (default value)
The default book for the current study
All other books in the study, listed in alphabetical order

The Assigned Book criterion is useful if the study has multiple casebooks and if patients are explicitly assigned to casebooks. On the Home page, view the information in the Casebook column to quickly determine casebook assignments. If all patients are unassigned or assigned to a single book, the Assigned Book parameter may not be useful to you.

In a multiple casebooks study, use the Assigned Book parameter to work with patients assigned to a particular casebook. In the course of a multi-protocol study, multiple casebooks can be used either to introduce protocol amendments or to represent different protocols.

Parent topic: Using Patient Search Criteria

Searching for Patients by Data Entered

Use the Show for Status parameter to search for patients with or without data entered.

The Show for Status parameter appears only on the Home page and the Patient Casebooks page. The Review pages automatically show only those patients with data entered.

Valid values are:

All — Searches for all patients, that is for patients with data entered and for patients without data entered. All is the default value.
With data entered — Searches for any patient that has an entered CRF. The search considers a CRF entered even if it is entry started, batch loaded, marked blank, or saved incomplete. In addition, the search includes patients that have deleted CRFs.

Selecting this option is useful if you want to review and update data already entered. In addition, selecting this option eliminates the placeholder rows for patient numbers with no data entered.
With no data entered — Searches for all the patient numbers available for new data entry. Select this value when initiating data entry for new patients. The Home and Casebooks pages use the grayed-out patient icon with a superimposed question mark (?) to indicate patients with no data entered.
Requiring 100% SDV — Searches for all the patients selected for Source Data Verification, in case there is an active SDV plan. Appears if you have the BROWSE_VERIFY privilege or higher and if a patient SDV plan is in effect.
With deleted (not re-entered) CRFs — Searches for all patients that have CRFs that were deleted but not re-entered. CRFs that were deleted and later re-entered are not included for this search. Once identified by the search, you can generate the Audit History Report, Patient Data Report, or Deleted CRFs Report for these patients to view the details of these CRFs.
With deleted CRFs only — Searches for all patients that have CRFs that were deleted and later re-entered.

For more information, see:

Parent topic: Using Patient Search Criteria

CRF Search Criteria and the Show Search Parameter

On the Patient Casebooks page, you can specify CRF search criteria in addition to patient search criteria. When selecting a value for the Show parameter, note that:

If you select Patients with no data entered and also specify one or more CRF search criteria, the search ignores all CRF criteria. These values are not relevant in this case.
If you select All and also specify one or more CRF search criteria, the CRF search criteria applies only to patients with data entered. Patients without data are not retrieved.

Parent topic: Searching for Patients by Data Entered

Hidden CRFs and the Show Search Parameter

If you select Patients with data entered, the search is not restricted to only data that you can see. Therefore, the search may retrieve patients where all patient CRFs and data are hidden from you.
The goal of searching for Patients with no data entered is to identify patient numbers that you can use for new data entry. However, the search may return a patient assigned to a casebook that has no CRFs that you can see. In this case, you will not be able to enter data for such a patient.

Parent topic: Searching for Patients by Data Entered

Searching for Patients by the Patient Discrepancy Status

Use the Discrepancy status parameter to retrieve all patients with a specific discrepancy status across all entered CRFs.

This Discrepancy status parameter appears in the patient-level search only on the Home page. In other pages, the Discrepancy status is a CRF-level search parameter.

Valid values are:

All — Retrieves all patients regardless of discrepancy status. All is the default value.
Active — Retrieves patients with any active discrepancies; does not retrieve patients who have only hidden discrepancies. Active discrepancies are those discrepancies that are assigned to you or your user role for action.
Other — Retrieves patients with other discrepancies; does not retrieve patients who have only hidden discrepancies. Other discrepancies are those discrepancies that are assigned to another user role for action.
Open (Active & Other) — Retrieves patients with active or other discrepancies; does not retrieve patients who have only hidden discrepancies.
Clean (None or Closed) — Retrieves patients with no discrepancies or with closed discrepancies, as well as patients who have only hidden discrepancies.

Note:

If a patient has discrepancies only in CRFs that you cannot see, the search does not return that patient.

Parent topic: Using Patient Search Criteria

Searching on the Custom Reference Field

Your sponsor can customize the RDC Onsite application to include an additional patient-level search field on the Home page and the Casebooks page.

By default, the field name is Reference. However, your sponsor can change the name of the field when setting up RDC Onsite.

The custom Reference field:

Lets you search for a particular patient or a set of patients based on the contents of the field.
Can be up to 25 alphabetic, numeric, and special characters.
Supports wildcard searches (%).

RDC Onsite displays the patient data associated with the new field as follows:

On the Home page, RDC Onsite adds a new column to the Patient List and displays the data defined for the customized Reference field. The column heading uses the same name as the field label.
On the Patient Casebooks page, you can position the cursor over the patient icon or the patient number to reveal the data associated with the customized Reference field.
On the Review CRFs page, the Review Discrepancies page, and the Review Investigator Comments page, you can position the cursor over the patient number to reveal the data associated with the customized Reference field.

Parent topic: Using Patient Search Criteria